Legacy Wealth Planning’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Legacy Wealth Planning’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$6.66M	Sell	123,570 -3,576	-3%	-$211K	11.02%	1
2022 Q2	$7.29M	Buy	127,146 +17,145	+16%	+$1.04M	10.45%	1
2022 Q1	$7M	Sell	110,001 -6,044	-5%	-$381K	8.25%	2
2021 Q4	$7.64M	Sell	116,045 -25,790	-18%	-$1.62M	8.72%	2
2021 Q3	$8.35M	Sell	141,835 -89,763	-39%	-$5.49M	9.35%	2
2021 Q2	$13.8M	Buy	231,598 +12,183	+6%	+$720K	15.74%	1
2021 Q1	$12.5M	Buy	219,415 +1,913	+0.9%	+$105K	16.01%	1
2020 Q4	$11.7M	Sell	217,502 -20,097	-8%	-$1.04M	15.06%	1
2020 Q3	$11.8M	Sell	237,599 -4,433	-2%	-$215K	13.47%	1
2020 Q2	$11M	Sell	242,032 -5,817	-2%	-$252K	13.11%	1
2020 Q1	$9.64M	Buy	247,849 +243,628	+5,772%	+$11.1M	15.44%	2
2019 Q4	$205K	Buy	+4,221	New	+$197K	0.23%	75

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Legacy Wealth Planning's DGRW Position: Q3 2022 in Review

Legacy Wealth Planning reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.8% in Q3 2022, selling an estimated $211K and leaving 123,570 shares worth $6.66M. The position accounts for 11.02% of the portfolio, ranked #1.

Legacy Wealth Planning first reported a position in DGRW in Q4 2019 and has held it in 12 quarters since. The position peaked at $13.8M in Q2 2021. 395 funds tracked by Wall St. Rank hold DGRW as of Q3 2022.

Legacy Wealth Planning held 123,570 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $6.66M as of Q3 2022.
Legacy Wealth Planning sold 3,576 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2022, an estimated $211K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 11.02% of Legacy Wealth Planning's portfolio in Q3 2022, its #1 holding.
Legacy Wealth Planning first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $13.8M in Q2 2021.
395 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.